FHA
EZM icon

Flagship Harbor Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Flagship Harbor Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Sell
24,478
-267
-1% -$19.3K 0.07% 239
2026
Q1 		$1.66M Buy
24,745
+1
+0% +$69 0.07% 229
2025
Q4 		$1.65M Sell
24,744
-599
-2% -$39.6K 0.08% 224
2025
Q3 		$1.67M Buy
25,343
+1
+0% +$65 0.07% 233
2025
Q2 		$1.57M Sell
25,342
-1,757
-6% -$103K 0.07% 235
2025
Q1 		$1.62M Buy
27,099
+13
+0% +$812 0.08% 214
2024
Q4 		$1.69M Sell
27,086
-292
-1% -$18.7K 0.09% 200
2024
Q3 		$1.71M Sell
27,378
-58
-0.2% -$3.48K 0.09% 202
2024
Q2 		$1.59M Sell
27,436
-869
-3% -$50.9K 0.1% 200
2024
Q1 		$1.73M Sell
28,305
-471
-2% -$27.1K 0.11% 176
2023
Q4 		$1.65M Buy
28,776
+245
+0.9% +$12.7K 0.12% 164
2023
Q3 		$1.45M Hold
28,531
– – 0.12% 164
2023
Q2 		$1.51M Sell
28,531
-33
-0.1% -$1.64K 0.12% 163
2023
Q1 		$1.42M Sell
28,564
-132
-0.5% -$6.81K 0.13% 169
2022
Q4 		$1.4M Buy
28,696
+48
+0.2% +$2.34K 0.14% 169
2022
Q3 		$1.26M Sell
28,648
-36
-0.1% -$1.75K 0.15% 163
2022
Q2 		$1.32M Sell
28,684
-90
-0.3% -$4.56K 0.15% 167
2022
Q1 		$1.57M Hold
28,774
– – 0.15% 165
2021
Q4 		$1.62M Hold
28,774
– – 0.15% 159
2021
Q3 		$1.51M Hold
28,774
– – 0.16% 151
2021
Q2 		$1.51M Hold
28,774
– – 0.16% 151
2021
Q1 		$1.47M Sell
28,774
-1,112
-4% -$53.4K 0.17% 136
2020
Q4 		$1.3M Hold
29,886
– – 0.16% 137
2020
Q3 		$1.02M Sell
29,886
-44
-0.1% -$1.51K 0.14% 141
2020
Q2 		$975K Sell
29,930
-5,166
-15% -$157K 0.14% 138
2020
Q1 		$927K Sell
35,096
-21,826
-38% -$807K 0.19% 120
2019
Q4 		$2.4M Buy
56,922
+35
+0.1% +$1.43K 0.42% 51
2019
Q3 		$2.24M Sell
56,887
-460
-0.8% -$18K 0.44% 47
2019
Q2 		$2.29M Sell
57,347
-6,663
-10% -$264K 0.48% 42
2019
Q1 		$2.52M Sell
64,010
-10,866
-15% -$420K 0.52% 38
2018
Q4 		$2.57M Sell
74,876
-1,400
-2% -$52.6K 0.62% 30
2018
Q3 		$3.13M Sell
76,276
-120
-0.2% -$4.98K 0.58% 33
2018
Q2 		$3.07M Buy
76,396
+2,684
+4% +$107K 0.61% 33
2018
Q1 		$2.78M Buy
73,712
+4,984
+7% +$198K 0.83% 27
2017
Q4 		$2.78M Sell
68,728
-778
-1% -$29.9K 0.8% 27
2017
Q3 		$2.59M Hold
69,506
– – 0.84% 26
2017
Q2 		$2.48M Buy
69,506
+2,707
+4% +$96K 0.86% 27
2017
Q1 		$2.31M Buy
66,799
+2,956
+5% +$104K 0.88% 26
2016
Q4 		$2.2M Buy
+63,843
New +$2.09M 0.95% 27

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Flagship Harbor Advisors's EZM Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 1.1% in Q2 2026, selling an estimated $19.3K and leaving 24,478 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #239.

Flagship Harbor Advisors first reported a position in EZM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.13M in Q3 2018. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Flagship Harbor Advisors held 24,478 shares of WisdomTree US MidCap Fund worth $1.86M as of Q2 2026.
  • Flagship Harbor Advisors sold 267 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $19.3K.
  • WisdomTree US MidCap Fund made up 0.07% of Flagship Harbor Advisors's portfolio in Q2 2026, its #239 holding.
  • Flagship Harbor Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2016 and has held it in 39 quarters since.
  • Flagship Harbor Advisors's WisdomTree US MidCap Fund position peaked at $3.13M in Q3 2018.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.